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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,404 | $178,174-2.1% | $156,181+11.7% | $137,256+27.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 21.84% | 84.19%-62.3pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $16,489 | $4,972+231.7% | $4,294+284.0% | $4,156+296.8% |
| Participant deferral / active EE | $12,595 | $6,888+82.9% | $6,132+105.4% | $6,407+96.6% |
| Admin fee / account holder | $15 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |